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| catalyst_risk_id,task_id,case_id,batch_id,run_id,object_id,track_code,event_or_risk_type,source_as_of,statement_type,trigger_condition,transmission_path,affected_metric_or_object,time_window,risk_statement,observable_indicator,alternative_explanation,invalidation_condition,current_status,source_doc_id,evidence_fact_id,artifact_id,schema_version,review_status
| NEB2-RISK-01,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,BAT_RESOURCE_MATERIAL,BATTERY,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 资源与主材节点供需、技术或项目约束变化,BAT_RESOURCE_MATERIAL,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,资源品价格和材料路线变化可能改变成本传导；规格、期间或税口径不同会使价格比较失真。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-BATTERY-MIIT-2025-0104,EVF-MKT-BAT-03,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-02,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,BAT_CELL,BATTERY,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 电芯制造节点供需、技术或项目约束变化,BAT_CELL,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,产量增长不等于终端消化，库存、利用率、质量与安全信息仍需单独验证。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-BATTERY-MIIT-2025-0104,EVF-MKT-BAT-01,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-03,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,BAT_SYSTEM_COMPONENT,BATTERY,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 系统/部件/BMS-Pack节点供需、技术或项目约束变化,BAT_SYSTEM_COMPONENT,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,价值量受集成边界、外购比例和应用结构影响，不能由电池总量直接推导公司收入。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-BATTERY-MIIT-2025-0104,EVF-MKT-BAT-02,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-04,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,BAT_EQUIPMENT_RECYCLE,BATTERY,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 设备与回收循环节点供需、技术或项目约束变化,BAT_EQUIPMENT_RECYCLE,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,本批冻结候选池未找到可升级的直接主源，相关企业增量保持缺口。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-BATTERY-MIIT-2025-0104,EVF-MKT-BAT-01,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-05,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,SOL_SILICON_WAFER,SOLAR,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 硅料/硅片与材料节点供需、技术或项目约束变化,SOL_SILICON_WAFER,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,装机需求不能直接推导硅片盈利，供给、价格、库存与技术切换均可能造成背离。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-SOL-01,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-06,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,SOL_CELL_MODULE,SOLAR,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 电池片/组件节点供需、技术或项目约束变化,SOL_CELL_MODULE,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,快速路线迭代和供给扩张可能造成存货、减值与旧产线利用率风险。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-SOL-01,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-07,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,SOL_BALANCE_EQUIPMENT,SOLAR,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 设备/辅材/逆变器节点供需、技术或项目约束变化,SOL_BALANCE_EQUIPMENT,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,需求联动存在时滞，设备订单、辅材出货与逆变器销售不能由装机量机械外推。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-SOL-01,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-08,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,SOL_SYSTEM_STATION,SOLAR,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 系统集成/电站建设运营节点供需、技术或项目约束变化,SOL_SYSTEM_STATION,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,装机增长不代表单个开发商收益，消纳、电价、融资和资产处置均会改变经营结果。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-SOL-02,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-09,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,WND_COMPONENT,WIND,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 材料与关键零部件节点供需、技术或项目约束变化,WND_COMPONENT,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,大型化与海上化会改变材料、工艺和验证要求，旧规格产能不可直接视为有效供给。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-WIND-01,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-10,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,WND_TURBINE,WIND,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 整机节点供需、技术或项目约束变化,WND_TURBINE,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,本批空桶候选均未获得直接整机主源，不能由风电项目或发电业务反推整机制造。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-WIND-01,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-11,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,WND_TOWER_CABLE_ENGINEERING,WIND,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 塔筒/海缆/工程配套节点供需、技术或项目约束变化,WND_TOWER_CABLE_ENGINEERING,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,项目进度、海况、原材料与验收会影响交付，本批未找到可升级的增量企业。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-WIND-01,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-12,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,WND_OPERATION_OM,WIND,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 项目运营与运维服务节点供需、技术或项目约束变化,WND_OPERATION_OM,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,资源条件、限电、检修和电价机制变化会造成装机与发电表现背离。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-RENEWABLE-NEA-2025,EVF-MKT-WIND-02,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-13,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,NUC_OPERATOR,NUCLEAR,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 运营商节点供需、技术或项目约束变化,NUC_OPERATOR,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,本批没有新的运营商合格余额；候选中的其他发电或设备业务不能升级为核电运营。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-FILING-003816-2025,EVF-MKT-NUC-01,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-14,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,NUC_ENGINEERING_EPC,NUCLEAR,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 工程/EPC节点供需、技术或项目约束变化,NUC_ENGINEERING_EPC,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,东方雨虹公开案例仅支持防水材料及施工服务，不能据此认定核电工程总承包。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-NUCLEAR-CEC-2024,EVF-MKT-NUC-2024,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-15,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,NUC_NI_CI_EQUIPMENT,NUCLEAR,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 核岛/常规岛主设备节点供需、技术或项目约束变化,NUC_NI_CI_EQUIPMENT,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,冻结账本在该桶没有可处理候选，本批明确保留企业增量缺口。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-NUCLEAR-CEC-2024,EVF-MKT-NUC-2024,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
| NEB2-RISK-16,TASK-NEWENERGY-FOUR-TRACK-ATLAS-BATCH002-20260806-001,ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002,BATCH-002,RUN-ANA-NEWENERGY-FOUR-TRACK-ATLAS-20260806-002-BATCH-002-001,NUC_COMPONENT_MATERIAL_ICT,NUCLEAR,RISK,2026-08-06T20:27:54+08:00,INFERENCE,后续同口径官方统计、法定披露或项目状态显著偏离本批公开事实边界,公开行业/运营事实变化 -> 核级部件/材料/仪控电气节点供需、技术或项目约束变化,NUC_COMPONENT_MATERIAL_ICT,AFTER_SOURCE_CUTOFF_FUTURE_MONITORING,10 个冻结候选均未形成直接核级业务主源，增量映射保持 HELD。,后续同口径官方统计、法定披露或项目状态,行业总量变化可能由口径、库存、项目节奏或结构变化造成,后续主源证明角色、口径或阶段与本批判断不一致,OPEN_MONITORING_NOT_PREDICTION,S-MARKET-NUCLEAR-CEC-2024,EVF-MKT-NUC-2024,,NEWENERGY_EXTENSION_V1,ACCEPTED_BY_INDEPENDENT_REVIEW
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